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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,795-100.0% | - | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | - | 85.5%-85.5pp |
| Annual return | 12.95% | 39.95%-27.0pp | 73.56%-60.6pp | 39.95%-27.0pp |
| Employer contribution / active EE | $6,573 | $28,085-76.6% | $5,070+29.6% | $28,085-76.6% |
| Participant deferral / active EE | $0 | $10,110-100.0% | - | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | - | $8,110-100.0% |